Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,178 | $159,978-23.0% | $147,041-16.2% | $145,978-15.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.61% | 98.36%-88.8pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,688 | $5,288-68.1% | $4,935-65.8% | $4,662-63.8% |
| Participant deferral / active EE | $1,870 | $8,429-77.8% | $8,071-76.8% | $6,690-72.0% |
| Admin fee / account holder | $2,845 | $15,053-81.1% | $13,006-78.1% | $13,400-78.8% |